Marc Chandler and I discuss a number of different news events that could move markets this shortened trading week. This includes the issues in Germany with Merkel and a coalition government, continued Brexit news and the UK budget, and the FOMC minutes release don Wednesday. The main discussion however is about what actually moves markets when it comes from the Fed and other central banks… Is it the talking before or when actual changes happen tot he balance sheet. Answer Marc’s poll below to weigh in!

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What do you think is more important when considering the impact of the Fed’s balance sheet on financial conditions?

— Marc Chandler (@marcmakingsense) November 18, 2017